The SharePoint ECM Solution

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1 The SharePoint ECM Solution Tom Mullen Regional Sales Manager Matt Kaylor System Engineer

2 SharePoint for Enterprise Content Management Together Providing Solutions

3 Globally over 2 million licensed users First vendor to adopt SharePoint since 2003 SharePoint Imaging since 2003 First Mover with SharePoint Fujitsu is a stakeholder in KnowledgeLake KL software is shipped with every Fujitsu scanner "Our partners leverage Microsoft technologies to address the most pressing challenges facing state and local government customers," said Gail Thomas Flynn, Vice President, US State and Local Government at Microsoft. "KnowledgeLake's implementation shows what can be accomplished when great technology is combined with government expertise." 2009 & 2010

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5 KnowledgeLake is a go to partner KnowledgeLake is a go to partner for scanning and capture for SharePoint They have built their solution entirely on the SharePoint platform, providing a consistent user experience and helping organizations drive great value from their existing technology investments. KnowledgeLake specializes in scanning and capture, has a deep understanding of the SharePoint platform, and a rich heritage in the ECM industry. Their focus and expertise helps organizations extend our platform, bringing the world of scanning and capture to SharePoint. Ryan Duguid, Senior Product Manager Office Business Platform Marketing Group Microsoft Corporation Ryan is responsible for SharePoint Enterprise Content Management, having moved to Redmond from Microsoft New Zealand where he was a Technology Specialist responsible for evangelizing the Microsoft Office system.

6 About IKON Dan Carmody Technology Partner with the State of Michigan since 1997 Primary supplier of Multi function copier technology for the State of Michigan Supply and support in excess of 3,000 devices for the State of Michigan IKON enables organizations to: Recognize and reduce document related costs Streamline information access and sharing Automate time consuming manual tasks Simply Work Smarter Not Harder Focused on End to End Solutions across the document lifecycle Integration of hardware & software solutions WORK SMARTER NOT HARDER Simply Do More with Less

7 The Growing Consumption Gap Software & Hardware Solution features sets growing Declining percent of features in use Adoption + Integration = Maximizing your Investment 7

8 Leveraging Your Investment Closing the Gap MFP Fleet

9 SHAREPOINT

10 What is Microsoft SharePoint? Internal Website Intranet All Web Browser User Experience Document Management Search Process Automation Project Collaboration Forms Processing Website Management Business Intelligence Reporting

11 Gartner's Magic ECM Quadrant What Changed, Same SharePoint? Successful & many implementations Added Solutions developed by Microsoft partners like KnowledgeLake Solves multiple business requirements with 1 technology More SharePoint experts than any other ECM product Fastest Solution ever to reach the leader quadrant!

12 Gartner Research SharePoint 2010 remains a horizontal content management offering. Microsoft does not appear to be targeting vertical applications or transactional (fixed) content management with this release, but rather more collaborative processes and dynamic content applications. This release promises improved scalability and better support for broad enterprise deployments. Enterprises will be better able to govern their SharePoint deployments if new features, such as policy based information management, prove robust and effective. SharePoint 2010 provides a more intuitive user interface. The range of information workers who can consume and use content management therefore continues to increase, blurring more completely the distinction between user and administrator. ECM vendors will increasingly find themselves competing against, rather than coexisting with, SharePoint 2010 Gartner, April 2010

13 Reduce Redundant Solution Costs Collaboration Business Intelligence Portal Business Process and Forms Search Enterprise Content Management

14 Reduce Redundant Solution Costs Sites Composites Communities Insights Content Search

15 What else is AIIM Saying about SharePoint? It seems like all organizations using Microsoft products will over the next few years implement SharePoint in some fashion Recent AIIM surveys have indicated adoption rates of over 65% across multiple geographical regions and different verticals In many ways, "SharePoint" has become somewhat of a noun in the ECM space (like "Kleenex" for tissues) A Good Starting Point: Focus on Paper With the average cost of each wasted page being about six cents, a company with 500 employees could be spending $42,000 per year on wasted prints. AIIM, Jan 2010

16 Highly Specialized Features Standard Number of Likely Users

17 ECM Solution

18 The Paper Challenge

19 Today s Challenges: Handling Paper An average paper document gets copied 19 times ** * PricewaterhouseCoopers ** Coopers & Lybrand $20 in Labor $20 to file a paper document * $120 in Labor $120 to find a misfiled paper document * $220 in Labor to reproduce a lost document * Compelling Factors $Offsite storage of paper $Office floor space cost $Security of paper assets $Audit prep and execution $Dispersed workforce $Copy, fax, and courier costs There are over 4 trillion paper documents in the U.S. alone, growing at a rate of 22% per year **

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21 Document Imaging Benefits Reduce Environmental Impact Improve Operational Efficiency Enhance Customer Service Eliminate Shipping and Faxing Streamline Document Processing Enable Regulatory Compliance Decrease Operating Costs Decrease Storage Space Provide Disaster Recovery

22 is Not a Doc Management Solution Inbox Outlook Distribution Lists

23 Digital Landfill Network Folder Repository Metadata: you re already doing this today

24 SharePoint + KnowledgeLake KnowledgeLake Capture Products Paper s KnowledgeLake Imaging Electronic Files

25 Document Process MFP / Scanner Electronic Files KnowledgeLake Capture Server COLD? XML / CSV Routed for Review Approved Barcode SharePoint SharePoint SharePoint Server + KnowledgeLake Imaging BCS Web Viewer Search Indexing Export ODBC Oracle ERP

26 Demonstration

27 Capture (Scan) Batch Scanning OCR (full text & zonal) PDF, TIF & XPS creation Barcodes & Patch codes Auto Index w/ Imaging Inherits SP Settings Scanned Documents Released to SharePoint Successful Release Successful Connect File/Index Outlook files File/Index all Doc Types Auto Index w/ Imaging Image Enable LOB MS Office Integration Inherits SP Settings Desktop User Products Server Products Capture Server Batch Processing Web Scan / Indexing Image Clean Up CSV & XML Import Folder Watch / MFP OCR Barcode / full text Indexing: Database Lookup Indexing Validation Set Required Fields, Masks, View Content Type Imaging Web Viewer: Search: TIF, PDF, JPG, MS Office Index Data Search Annotations Scope & User Control Redaction Encryption Export Results Indexing Workflow Results Thumbnail Preview Portal Collaboration Content Mgmt Search Forms Business Intel

28 Total ECM & Value with SharePoint & KnowledgeLake

29 KnowledgeLake Certifications KnowledgeLake has over 130 industry related certifications including: * Microsoft Most Valuable Professional (MVP) * Microsoft Certified Master for SharePoint (MCM) Certification Description Total MCTS Microsoft Certified Technical Specialist 46 MCP Microsoft Certified Professional 17 MCPS Microsoft Certified Product Specialist 10 MCNPS Microsoft Certified Network Product Specialist 7 MCSE Microsoft Certified Systems Engineer 6 ECMp Enterprise Content Management: Practitioner 12 CDIA+ Certified Document Imaging Architect 41

30 The document capture solution from KnowledgeLake and Microsoft SharePoint has allowed Build A Bear associates to scan business critical documents from stores around the country and share them in SharePoint. Dave Finnegan Chief Information Bear Build A Bear Workshop, Inc. With KnowledgeLake and SharePoint, we got rid of faxing and ing for approvals [and] we increased processing by 40%! Lewis Wake CIO Advantage Sales & Marketing The problems of locating documents, through the approval process, and having documents available to customers regardless of which branch they enter those problems are gone, thanks to KnowledgeLake and SharePoint Server Dan Barbattini, Senior Vice President and CIO Bank Of Choice

31 Ease of Use Consistent Look & Feel Increased User Adoption Industry Compliances Usability Cost Leveraging SharePoint as a Repository Works with WSS or MOSS Integrated into SharePoint Business Process Workflow & Automation SharePoint Savings Low Cost of Ownership No Volume or Click Charges Modular Deployment Rapid Payback in Months Hard and Soft Dollar Savings From 3 to 1 Ratio of Savings over Cost Per User Per Month

32 Resources KnowledgeLake White Papers Product Demonstrations Streaming Presentations Webinars ROI Assessment Case Studies Microsoft & KnowledgeLake KnowledgeLake website

33 Contact Information Tom Mullen Central Region Sales Manager

3 C i t y C e n t e r D r i v e S u i t e 7 0 0 S t. L o u i s, MO 6 3 1 4 1 w w w. k n o w l e d g e l a k e. c o m P a g e 3

3 C i t y C e n t e r D r i v e S u i t e 7 0 0 S t. L o u i s, MO 6 3 1 4 1 w w w. k n o w l e d g e l a k e. c o m P a g e 3 The proposed solution utilizes Microsoft SharePoint as the foundation platform. Microsoft SharePoint is a powerful portal solution that provides a single point of access to people, teams, knowledge, and

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